Can I automatically have a report emailed or dropped on the SFTP/FTP?

Yes, you can email reports in several sections of TermSync and select how frequently they are sent.

Automating Reports to SFTP/FTP

1. First, create a filter within the section you want to report on. See Creating Filters for more information. 

2. Now that the filter has been created, you will see the option to select Save as a scheduled report in the Filters drop-down menu.

3. A pop-up will open that allows you to select how frequently the report will be sent, the time of delivery, and who it will be sent to (email address or SFTP/FTP).

Please Note: You can view a list of scheduled reports within the Scheduled Reports section found in the Reports drop-down.